We are looking for an ambitious and highly motivated Associate Investment Advisor to join our growing wealth management team.
Our team operates from the Diligence Wealth Management office of Manulife Wealth, the largest Manulife Wealth office in Canada, with approximately $15 billion in assets under management. Within the office, our team is one of the largest and fastest-growing, managing close to $300 million in client assets.
This is an opportunity to build a career in wealth management while working directly alongside experienced investment professionals and serving an established base of high-net-worth clients.
The Role The Associate Investment Advisor will play an important role in managing and servicing our existing client relationships. You will work closely with the advisory team to provide clients with comprehensive wealth management services, including:
Investment management and ongoing portfolio monitoring
Building and maintaining retirement projections
Investment and financial market research
Preparing portfolio recommendations and investment analysis
Maintaining and updating client investment accounts
Preparing for and participating in client meetings
Following up with clients and ensuring a high standard of ongoing service
Assisting with account administration, transactions and portfolio changes
Supporting the overall growth and development of the practice
This is not simply an administrative position. We are looking for someone who wants to develop into a strong investment professional, deepen their understanding of markets and portfolio management,
and take increasing responsibility for client relationships over time.
What We’re Looking For The ideal candidate has:
A college or bachelor’s degree; finance, economics, business or a related field is an asset, but not required A genuine and solid interest in investing and financial markets
Excellent analytical and problem-solving abilities
Solid interpersonal and communication skills
Full professional fluency in both English and French
Strong attention to detail and organizational skills The ability to work independently while contributing to a high-performance team
Experience in financial planning, wealth management or investment services is a significant asset
Completion of the Canadian Securities Course (CSC) or RSE/CIRE is strongly preferred
- Existing registration/licensing as an Investment Advisor is an asset
Candidates who are not currently licensed must be prepared to complete the required industry courses and examinations shortly after joining the team.
The Opportunity
This role is best suited to someone who is ambitious, intellectually curious and serious about building a long-term career in wealth management.
You’ll be joining an established and rapidly growing practice with a substantial existing client base, significant assets under management and the infrastructure of Canada’s largest Manulife Wealth office behind you.
For someone who genuinely enjoys investing, financial markets and working with clients, this is an opportunity to learn quickly, take on meaningful responsibility and grow alongside the practice.